Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,795 | $209,874+99.1% | $189,537+120.4% | $167,536+149.4% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 29.65% | 748.61%-719.0pp | 555.34%-525.7pp | 478.82%-449.2pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,085 | $8,934+1.7% | $8,220+10.5% | $6,342+43.2% |
| Admin fee / account holder | $20,950 | $14,299+46.5% | $12,048+73.9% | $12,315+70.1% |